LAKE OSWEGO, ORE., MARCH 6, 2020 – Aldrich Wealth is pleased to announce the Corporate Retirement Plans team’s inclusion in the National Association of Plan Advisors’ (NAPA) Top Defined Contribution (DC) Advisor Teams list. The list, which focuses on teams with at least $100 million in assets under advisement (AUA), includes more than $1 trillion in DC AUA. It also includes more than 1,500 advisors working to prepare Americans for a satisfying retirement in 40 states and Puerto Rico. Aldrich Wealth is one of only five firms based in Oregon included in the list.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.
“We are honored to once again have our 401k advisor team recognized by such an esteemed organization,” said Heather Wonderly, Director of Corporate Retirement Plans. Aldrich Wealth was first recognized on the NAPA Top DC Advisor Teams list in 2017, the list’s inaugural year. Additionally, firm team members Neil Plein and Casey McKillip were named in NAPA’s 2020 Top Retirement Plan Advisors Under 40 list. Heather Wonderly previously received the same distinction in 2017.
The list was based on self-reported assets under advisement as of December 31, 2019, unless otherwise noted.
About Aldrich Wealth
Aldrich Wealth is part of the Aldrich Group of Companies including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Business Transitions. The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.